WallStSmart

EMCOR Group Inc (EME)vsIES Holdings Inc (IESC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

EMCOR Group Inc generates 386% more annual revenue ($16.99B vs $3.49B). IESC leads profitability with a 9.8% profit margin vs 7.5%. EME trades at a lower P/E of 27.1x. EME earns a higher WallStSmart Score of 64/100 (C+).

EME

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.0Value: 10.0Quality: 6.3
Piotroski: 5/9Altman Z: 4.41

IESC

Buy

57

out of 100

Grade: C

Growth: 8.7Profit: 8.0Value: 8.3Quality: 8.0
Piotroski: 5/9Altman Z: 4.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EMEUndervalued (+38.8%)

Margin of Safety

+38.8%

Fair Value

$1320.70

Current Price

$764.76

$555.94 discount

UndervaluedFair: $1320.70Overvalued
IESCUndervalued (+34.7%)

Margin of Safety

+34.7%

Fair Value

$787.18

Current Price

$501.27

$285.91 discount

UndervaluedFair: $787.18Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EME4 strengths · Avg: 9.5/10
Return on EquityProfitability
38.5%10/10

Every $100 of equity generates 39 in profit

EPS GrowthGrowth
53.0%10/10

Earnings expanding 53.0% YoY

Altman Z-ScoreHealth
4.4110/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
19.7%8/10

19.7% revenue growth

IESC5 strengths · Avg: 9.4/10
Return on EquityProfitability
41.7%10/10

Every $100 of equity generates 42 in profit

EPS GrowthGrowth
65.8%10/10

Earnings expanding 65.8% YoY

Altman Z-ScoreHealth
4.7310/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
16.2%8/10

16.2% revenue growth

Areas to Watch

EME3 concerns · Avg: 3.7/10
P/E RatioValuation
27.1x4/10

Moderate valuation

Price/BookValuation
9.3x4/10

Trading at 9.3x book value

Profit MarginProfitability
7.5%3/10

7.5% margin — thin

IESC2 concerns · Avg: 4.0/10
P/E RatioValuation
29.5x4/10

Moderate valuation

Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : EME

The strongest argument for EME centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 19.7% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.

Bull Case : IESC

The strongest argument for IESC centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 16.2% demonstrates continued momentum.

Bear Case : EME

The primary concerns for EME are P/E Ratio, Price/Book, Profit Margin.

Bear Case : IESC

The primary concerns for IESC are P/E Ratio, Price/Book.

Key Dynamics to Monitor

IESC carries more volatility with a beta of 1.68 — expect wider price swings.

EME is growing revenue faster at 19.7% — sustainability is the question.

EME generates stronger free cash flow (492M), providing more financial flexibility.

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EME scores higher overall (64/100 vs 57/100) and 19.7% revenue growth. IESC offers better value entry with a 34.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

EMCOR Group Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

EMCOR Group, Inc. provides electrical and mechanical installation and construction services in the United States. The company is headquartered in Norwalk, Connecticut.

IES Holdings Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

IES Holdings, Inc. designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States. The company is headquartered in Houston, Texas.

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